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Daniel Christopher Novak

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC·WESTLAKE VILLAGE, California
Unclaimed Profile
2625 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361CRD# 6348004Firm CRD# 324173
01

About

Daniel Christopher Novak is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
AUM
$238M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6348004
Firm CRD# 324173
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Christopher Novak offer?
Daniel Christopher Novak specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE VILLAGE, California for a consultation.
What are Daniel Christopher Novak's credentials?
Daniel Christopher Novak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Christopher Novak located?
Daniel Christopher Novak is based in WESTLAKE VILLAGE, California, working with WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.
How does Daniel Christopher Novak charge for services?
Daniel Christopher Novak's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC?
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $238M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

Michael K De Luz
WESTLAKE VILLAGE, CA
Jacob Williams
WESTLAKE VILLAGE, CA

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Research
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